Posts by: Laurie Bonser CFP, CPA, Coach

5 Budget-Friendly Holiday Tips

The holidays can wreak havoc on your budget. Here are 5 budget-friendly holiday tips that will help keep you focused, on track and help you...

Financial Planning: It’s Really Not About The Stock Market Returns

Financial planning is really about so much more than getting good returns in the equity market.  There are many “basic” tools and...

Don’t Waste Your Long Term Care Insurance Benefits!

There’s an increasingly common (and unfortunate) scenario I’ve been hearing about: individuals pass away without having made use of...

Five Facts About Reverse Mortgages

For many seniors, their home is their largest asset and is the one place they wish to remain for their best quality of life and peace of...

5 Common Misconceptions About Long Term Care

1)  Long term care issues are for older seniors only.  Actually, over one-half of those people needing long term care attention are under...

Acceptance Letter - fund college

How NOT to Fund College Education

The good news: Your child got their college acceptance letter. The bad news: Your child got their college acceptance letter. You may have...

8 Objective Sites for Financial Information

It’s Spring. A time of renewed energy and fresh starts for many. It’s also a good time to review your financial goals. Maybe...

Financial Planning that works for you

Make Financial Planning Work for You

Most people put off thinking about financial planning because of misconceptions about what the process involves or whom it can benefit. As...

Ensuring TLC for your Companion Animals

Given the relatively shorter life spans of most companion animals we typically assume that they will predecease us.  Even though we face...

Should You Lease or Buy a New Vehicle?

Either option can be a good choice for you at a certain time in your life, depending on your own particular needs and circumstances.  Well...